Feng (Frank) Wei, CFA
4800 Lakeshore CT, Colleyville, TX 76034
Cell: (817) 528-4090
Home: (817) 369-4642
Working Experiences:
2008-Present Scout Investments Industrials/Materials Analyst Kansas City, MO
- Cover U.S. Industrials and Materials sector, mainly for large cap and mid cap portfolio managers
- Beat sector index by a large margin every year since 2008
- Scout mid-cap fund won Lipper award in2012 for 3-year and 5-year performance, growing AUM from $30 million to $1.5 billion in five years.
- Scout Investments, a subsidiary of UMB Financial (UMBF), manages around $20 billion assets, covering both domestic and international equities, and fixed income securities through its subsidiary - Reams Asset Management.
2005-2008 Kornitzer Capital Management General Equity Analyst Kansas City, KS
- Conduct thorough bottom-up research on selected stocks across a number of industries, including Consumer Staples, Financials, Food/Beverage/Restaurant, IT/Internet, Industrial, and Oil Services etc.
- Assist PM to build the value stock list for potential clients
- Provide China stock ideas (ADR) for the PM managing international fund
- Kornitzer Capital manages the buffalo mutual fundfamily and other products, with total AUM around $8 billion
2004-2005 Ehrenkrantz King Nussbaum Inc. Equity Research Analyst Garden City, New York
- Covering the OSX sector; starting as an associate and getting promoted to the analyst position in one year
- Largest customer was Nomura Securities
- Holding Series 7, 63, 86 & 87
2000-2001 New Capital VC Ltd. Associate Financial Analyst Shanghai, China
- Conducted financial analysis in a team in charge of integrating and streamlining design, production and
sales for an apparel firm through M&As, with total transaction value of more than $6.2 million
- Initiated an acquisition at $1.2 million, conducted the profitability and feasibility analysis for the project,
and participated the final negotiation with the investment manager
- Conductedbusiness valuationto screen investment projects by measuring profitability, growth potential,
and strategic synergy with existing projects
Education:
2002-2003 Texas A&M University
MS in Finance
1997-2000 Shanghai University of Finance & Economics
MS in International Business
1993-1997 Shandong Finance Institute
Bachelor of Economics in Marketing
References are available upon request, so are investment process, checklist, sample works and models.